Institutional Ownership Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST). We have compiled data on the 4,520 institutions that hold shares in the stock, with a total of 304 Million shares, which have been reported (via 13F filing form) to have a value of $293 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3,468
shares
|
$3.34 Million
1.31% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
44 Wealth Management LLC
|
Aug 14, 2025 Q2 2025 |
3,466
shares
|
$3.34 Million
1.23% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
3,453
shares
|
$3.33 Million
1.78% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Benedict Financial Advisors Inc
|
Aug 13, 2025 Q2 2025 |
3,452
shares
|
$3.32 Million
0.79% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
3,445
shares
|
$3.32 Million
0.43% of portfolio
|
Q2 2025
Added 98.44%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
3,441
shares
|
$3.31 Million
0.26% of portfolio
|
Q2 2025
Added 24.36%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
3,440
shares
|
$3.31 Million
0.46% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
3,434
shares
|
$3.31 Million
1.72% of portfolio
|
Q2 2025
Added 21.43%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
3,431
shares
|
$3.3 Million
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
3,428
shares
|
$3.3 Million
1.74% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
3,426
shares
|
$3.3 Million
3.37% of portfolio
|
Q1 2024
Reduced 15.18%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
3,423
shares
|
$3.3 Million
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
3,419
shares
|
$3.29 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
3,417
shares
|
$3.29 Million
1.48% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
3,408
shares
|
$3.28 Million
2.73% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,408
shares
|
$3.28 Million
0.29% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
3,403
shares
|
$3.28 Million
0.65% of portfolio
|
Q2 2025
Added 22.15%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
3,401
shares
|
$3.28 Million
3.01% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Aug 13, 2025 Q2 2025 |
3,400
shares
|
$3.27 Million
0.69% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
3,396
shares
|
$3.27 Million
0.89% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
3,385
shares
|
$3.26 Million
0.59% of portfolio
|
Q1 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
3,380
shares
|
$3.26 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Marvin & Palmer Associates Inc
Wilmington, DE |
May 07, 2025 Q1 2025 |
3,375
shares
|
$3.25 Million
4.77% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
3,373
shares
|
$3.25 Million
0.2% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
3,371
shares
|
$3.25 Million
1.27% of portfolio
|
Q2 2025
Reduced 3.6%
|